Plan Ledger DOL Form 5500 · updated monthly

Maxwell Financial Labs, Inc.401(k)

MAXWELL 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.40%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Maxwell Financial Labs, Inc. reported $23,920 in plan administrative expenses for 2024: 0.40% of average plan assets, below the peer median. Employer contributions averaged $1,906 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.37% to 0.40%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Colorado (940th of 1,461), and 1,739th of 2,199 in information & media. In 2024, employees put in $4.53 for every $1.00 the employer contributed; active participation has shrunk from 162 to 122 since 2022.

Plan summary
Net assets, end of year$6,794,834
Participants with balances157
Active participants122
Employer contributions$232,514
Employee contributions$1,053,608
Employer contribution per active participant$1,906
Average account balance$43,279
Benefits paid to participants$1,334,061
Plan auditUnmodified (clean) audit opinion
AuditorJDS PROFESSIONAL GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$6.8M · 157 accts · $233K emplr
2023$5.1M · 176 accts · $118K emplr
2022$3.6M · 162 accts · $446K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,490
Investment management$13,430
Total administrative$23,920
The Maxwell Financial Labs, Inc. 401(k) match · 2024
Employer contribution per active participant$1,906
Median for plans this size$1,313
2024$1,906 per active participant
2023$795 per active participant
2022$2,755 per active participant

Maxwell Financial Labs, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELIS WEALTH ADVISORS · Investment advisory (plan)$13,430
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$10,490

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$23,920 · 0.40%
2023$8,513 · 0.20%
2022$10,262 · 0.37%
Same employer
Similar plansInformation & Media · Colorado
Emergy, Inc. CO$7.6M · 0.41%
Sounds True Inc. CO$7.2M · 0.70%
Illfonic Inc CO$5.1M · 0.63%
Ems Operations LLC CO$3.6M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474655027 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.